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HSBC Gl Sust Multi-Asset Balanced Portfolio Acc C

Ranked 80 out of 423 in - Balanced GBP over 3 months
All calculations are in GBP unless stated

Managed by

Justin Turner

Justin Turner has a bachelor’s degree in Financial Services. He spent four years working in different roles at HSBC Bank before joining HSBC Asset Management in 1994. He is currently the portfolio manager of the HSBC Balanced fund. The fund aims for long term capital growth together with some income by investment in a broad range of investments including UK and overseas shares, government bonds and fixed interest securities. Justin is a holder of the Investment Management Certificate and is a Certified Financial Analyst.

Objective

To provide capital growth through investment in assets that meet sustainable investment principles. The fund invests in a range of sustainable investment strategies which aim to consider financial returns alongside environmental, social and governance factors. To achieve its objective the Fund invests primarily in collective investment schemes (funds),which in turn invest in fixed interest securities (fixed interest securities, including bonds and gilts, are a type of loan taken out by companies and governments that pay interest), equities (shares of companies) and property securities that meet one or more sustainable investment strategies.The Fund may also invest directly in fixed interest securities and equities where the investment objective can be more efficiently achieved.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/10/2018
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB00BF1H4F75

Purchase Info

  • Min. initial investment1Mn

Charges

  • Annual management0.45%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).